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Showing 8 of 11 quarters

Position history for COMMONWEALTH EQUITY SERVICES, LLCCOMMONWEALTH EQUITY SERVICES, LLC's holdings in ISHARES TR

COMMONWEALTH EQUITY SERVICES, LLC holds 27,391 shares of IBTO (ISHARES TR), worth $661,000 as of 2026-Q2. The position was increased (+1.6% shares). IBTO represents 0.0% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.

Current Value

$661,000

Current Shares

27,391

Total Value Change

-$40,000

Total Shares Change

-533

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
27,391
+1.6%
$661,0000.0%$23.96
25
2026-Q1
Increased
26,971
+5.0%
$657,8200.0%$23.97
26
2025-Q4
Increased
25,694
+4.8%
$630,9200.0%$23.98
26
2025-Q3
Increased
24,512
+0.2%
$604,0000.0%$23.75
24
2025-Q2
Increased
24,473
+2.4%
$600,0000.0%$23.37
25
2025-Q1
Decreased
23,894
-13.1%
$583,0000.0%$23.02
0
2024-Q4
Decreased
27,489
-1.6%
$650,0000.0%$22.15
0
2024-Q3
Increased
27,924
+4.6%
$701,0000.0%$23.22
26

Other major holders of IBTO: Federation des caisses Desjardins du Quebec

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